William Blair & Company
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William Blair & Company’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

William Blair & Company’s Portfolio PXI Stock Details PXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-45
Closed -$2K – 1628
2018
Q1 		$2K Buy
+45
New +$1.75K ﹤0.01% 1499

Other funds holding PXI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

William Blair & Company's PXI Position: Q2 2018 in Review

William Blair & Company sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2018, closing a stake of 45 shares — an estimated $2K sold.

William Blair & Company first reported a position in PXI in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 45 funds tracked by Wall St. Rank hold PXI as of Q2 2018.

  • William Blair & Company reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2018 after selling out during the quarter.
  • William Blair & Company sold 45 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2018, an estimated $2K.
  • William Blair & Company first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2018 and held it in 1 quarter.
  • William Blair & Company's Invesco Dorsey Wright Energy Momentum ETF position peaked at $2K in Q1 2018.
  • 45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2018.

Based on William Blair & Company's 13F filing for Q2 2018, filed 13 Aug 2018.